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Training Course Catalog
Apricot Targeted Learnings Catalog
Apricot Targeted Learnings Catalog
Updated this week

Before you begin:

If you have not signed up for a free Bonterra Academy account, please access the linked help article below for instructions on setting up your account. Once you have your login for the Bonterra Academy, you will have access to a wealth of self-paced learning materials, including the recordings and live registration for the webinars listed below.

Apricot Targeted Learnings Catalog

View the below list of our 15-minute targeted learning webinars. These webinars each address a specific process or need within Apricot and aim to equip you with the knowledge to effectively complete these tasks in your software.

Note: You must be logged into your Bonterra Academy account to successfully view the recordings.

Title

Course Description

Audience

Duration

Link to Recording

Link to Sign-up

Replacing Fields in Forms

Review how to replace existing fields when re-designing your forms.

Apricot Administrators

15 min

Coming Soon

Building Reports to Pull Record IDs for Import

Learn how to build a report that identifies Record IDs for a smooth and accurate data import.

Apricot Administrators

15 min

Coming Soon

Importing Data into New Fields

Learn how to import data from an original field to a new field within your form.

Apricot Administrators

15 min

Coming Soon

Best Practices when Replacing Fields in Forms

Review best practices and considerations when moving data to a new field in your form.

Apricot Administrators

15 min

Coming Soon

Searching For Records and Record Access

Learn tips and tricks for effectively searching records and troubleshooting record access.

All Users

15 min

Coming Soon

Using Limits in Reporting

Covers adding limits to your reports with relevant use cases.

Apricot Administrators

15 min

Coming Soon

Adding Filters to Limits

Walks through adding filters to the limits within your reports to refine results.

Apricot Administrators

15 min

Coming Soon

Using Aliases in Reporting

Reviews aliases and how to meaningfully use them in reporting.

Apricot Administrators

15 min

Coming Soon

Adding Filters to Aliases

Understand how filters work with aliases in your reports.

Apricot Administrators

15 min

Coming Soon

Building Your Intake Form

Learn to utilize Intake Forms to encourage seamless self-referrals to your agency.

Apricot Administrators

15 min

Coming Soon

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